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BRADYCO FINANCIAL
Legal name: BRADYCO, INC.
CRD 127204File 801-132843
APPROVED
Retail clients
Custody
Filing as of Jul 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$176.7M
Bottom 25% of cohort (national)
Discretionary AUM
$172.7M
Non-discretionary $4.0M
Clients
37
87 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 23, 2025
- Principal office
- Not reported
- Phone
- (617) 945-1991
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.7M
- Discretionary AUM
- $172.7M
- Non-discretionary AUM
- $4.0M
- Discretionary accounts
- 86
- Non-discretionary accounts
- 1
- Total accounts
- 87
- AUM per client
- $4.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $173.4M |
| Individuals (other than high net worth individuals) | 13 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.